Copilot AI features in Microsoft Dynamics 365 Business Central

In the fascinating world of artificial intelligence, Microsoft Dynamics 365 Business Central is leading the way with innovations that support many small and medium-sized businesses. Powered by next-generation artificial intelligence, Microsoft Copilot in Dynamics 365 Business Central opens up new horizons for streamlining workflows and increasing productivity. In an era when most people want tools to automate daily tasks, Copilot in Business Central can ensure that time-consuming tasks are completed faster and smarter. This allows users to spend more of their time on other tasks.

In Business Central 2024 wave 1, the following built-in artificial intelligence features are available

Chat feature: chat with Copilot built into Business Central to quickly and easily answer questions, find the items and information you need faster and even learn new tricks for managing the system.

List analysis feature: the data analysis capabilities of Business Central are advanced, but the views may take time and deeper knowledge to develop. Copilot simplifies this analysis process by transforming raw data into easy-to-understand formats such as summaries, groupings, breakdowns and filters, all using simple text commands without leaving the Business Central interface. Copilot can identify trends and discrepancies between data in a single sentence, supporting data-driven decision making that contributes to business process improvement.

And we can save the resulting analysis view and use it later.

Marketing text generation: the marriage of Copilot and Business Central not only increases efficiency, but also helps creative thinking. We can ask you to help us write marketing copy for our products. Copilot can produce the text in seconds, which you can accept, add to or re-generate as you like. And the custom text based on your product data can be automatically displayed in, for example, a Shopify e-commerce store linked to Business Central.

Sales line items suggestion: the artificial intelligence capability provided by Copilot also assists in the creation of sales documents. When creating a sales order, for example, you can ask Copilot to help you pick the items you need for the lines. By streamlining the order creation process, Copilot thus frees up time for sales teams to focus on building business relationships and delivering an outstanding customer experience, and it is also possible to involve staff with less product and customer knowledge in sales administration.

Bank account reconciliation: We can also facilitate our bank reconciliation process with the help of artificial intelligence. This is traditionally a very time-consuming task, but it is necessary for finance. With the new AI features, it will be a piece of cake for anyone. Copilot analyses bank statements imported into Business Central and verifies transactions. In cases that are not automatically reconciled, it suggests entries. By comparing and interpreting transaction descriptions, amounts, and dates, Copilot can help improve the accuracy of financial records while reducing the amount of manual work.

Inventory forecasts and late payment prediction: These two features are not new in Business Central, but they are definitely worth mentioning, as they are also powered by Azure AI artificial intelligence services.

The use of innovative AI-based artificial intelligence functions can give businesses a big advantage. The amount of manual work can be reduced, resources can be reallocated and more time can be given to other more important tasks. Creative departments can also make excellent use of Copilot's capabilities, as it can become not only an analyst but also a copywriter. With the new AI features, D365 Business Central is therefore a truly agile, accurate ERP system with many benefits that can give companies a huge market advantage.

The Copilot AI features available in Business Central can be activated separately through the user interface: